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Parr McKnight Wealth Management Group’s S&P Global SPGI Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
7,603
+168
+2% +$70.9K 0.37% 91
2026
Q1 		$3.16M Sell
7,435
-5,028
-40% -$2.33M 0.41% 83
2025
Q4 		$6.51M Buy
12,463
+443
+4% +$219K 0.85% 29
2025
Q3 		$5.85M Buy
12,020
+159
+1% +$85.1K 0.77% 34
2025
Q2 		$6.25M Buy
11,861
+393
+3% +$196K 0.86% 28
2025
Q1 		$5.83M Buy
11,468
+3,011
+36% +$1.54M 0.84% 27
2024
Q4 		$4.21M Buy
+8,457
New +$4.29M 0.6% 47

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parr McKnight Wealth Management Group's SPGI Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its S&P Global (SPGI) stake by 2.3% in Q2 2026, buying an estimated $70.9K and bringing the position to 7,603 shares worth $3.1M. The position accounts for 0.37% of the portfolio, ranked #91.

Parr McKnight Wealth Management Group first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.51M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Parr McKnight Wealth Management Group held 7,603 shares of S&P Global worth $3.1M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 168 S&P Global shares in Q2 2026, an estimated $70.9K.
  • S&P Global made up 0.37% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #91 holding.
  • Parr McKnight Wealth Management Group first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Parr McKnight Wealth Management Group's S&P Global position peaked at $6.51M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.